Filed May 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,998 | $42,383-52.8% | $76,523-73.9% | $64,186-68.8% |
| Participation rate | 55.1% | 58.1%-3.0pp | 68.0%-12.9pp | 69.6%-14.5pp |
| Annual return | -5.13% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $598 | $1,563-61.8% | $2,647-77.4% | $2,381-74.9% |
| Participant deferral / active EE | $2,245 | $2,566-12.5% | $3,835-41.5% | $3,470-35.3% |
| Admin fee / account holder | $1,068 | $3,198-66.6% | $4,848-78.0% | $4,888-78.1% |